Coca Cola Co
KO- Exchange
- NYSE
- Industry
- Beverages
- SEC CIK
- 0000021344
In the last 90 days, Coca Cola Co insiders filed 0 open-market purchases and 7 sales; 3,649 institutions reported holding it in 13F filings for Q2 2026, worth $263.1B in total; 6 superinvestors hold it, including Berkshire Hathaway and Maverick Capital.
13F holders, Q2 2025
Institutional positions in Coca Cola Co as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,367
- +39 vs. Q1 2025
- Shares held
- 3.16B
- +18.7M (+0.6%) vs. Q1 2025
- Total value
- $223.1B
- −$1.69B (−0.8%) vs. Q1 2025
- New holders
- 176
- 1,412 more added
- Sold out
- 137
- 1,375 more reduced
46 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,649 | $263.1B |
| Q1 2026 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $185.9B |
| Q4 2021 | 2,737 | $176.9B |
| Q3 2021 | 2,488 | $154.8B |
| Q2 2021 | 2,508 | $158.2B |
| Q1 2021 | 2,491 | $153.3B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Circle Wealth Management, LLC | 6,668 | $471.7K | 0.01% | +186+2.9% | Added |
| Richmond Investment Services, LLC | 6,679 | $472.5K | 0.10% | +3,764+129.1% | Added |
| Warren Street Wealth Advisors, LLC | 6,684 | $472.9K | 0.16% | +1,166+21.1% | Added |
| Wescott Financial Advisory Group, LLC | 6,711 | $474.8K | 0.05% | −179−2.6% | Reduced |
| Elevatus Welath Management | 6,728 | $476.0K | 0.16% | −129−1.9% | Reduced |
| Sound Income Strategies, LLC | 6,756 | $478.0K | 0.03% | −403−5.6% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 6,771 | $479.0K | 0.37% | +30+0.4% | Added |
| Paulson Wealth Management Inc. | 6,773 | $479.2K | 0.12% | +149+2.2% | Added |
| Pine Harbor Wealth Management, LLC | 6,785 | $480.1K | 0.17% | +3,273+93.2% | Added |
| Hollow Brook Wealth Management LLC | 6,787 | $480.2K | 0.14% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 6,787 | $480.2K | 0.07% | −829−10.9% | Reduced |
| Code Waechter LLC | 6,796 | $480.8K | 0.34% | +405+6.3% | Added |
| Burling Wealth Partners, LLC | 6,810 | $481.8K | 0.09% | 00.0% | Unchanged |
| Marotta Asset Management | 6,813 | $482.0K | 0.10% | −53−0.8% | Reduced |
| Union Savings Bank | 7,104 | $482.2K | 0.22% | −80−1.1% | Reduced |
| KWMG, LLC | 6,828 | $483.1K | 0.05% | 00.0% | Unchanged |
| Private Advisory Group LLC | 6,837 | $483.7K | 0.05% | +6,837 | New |
| Wealth Dimensions Group, Ltd. | 6,859 | $485.3K | 0.11% | +74+1.1% | Added |
| Ellenbecker Investment Group | 6,862 | $485.5K | 0.08% | +380+5.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,876 | $486.5K | 0.01% | 00.0% | Unchanged |
| Canopy Partners, LLC | 6,881 | $486.8K | 0.18% | −204−2.9% | Reduced |
| Maia Wealth LLC | 6,882 | $486.9K | 0.09% | +6,882 | New |
| M. Kraus & Co | 6,888 | $487.3K | 0.14% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 6,929 | $490.2K | 0.19% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 6,931 | $490.3K | 0.13% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 6,946 | $491.4K | 0.05% | −100−1.4% | Reduced |
| Prairie Wealth Advisors, Inc. | 6,903 | $491.9K | 0.21% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 6,957 | $492.2K | 0.16% | 00.0% | Unchanged |
| V. M. Manning & Co., Inc. | 7,162 | $492.4K | 0.54% | +7,162 | New |
| Foster Group, Inc. | 6,971 | $493.2K | 0.02% | +601+9.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,973 | $493.3K | 0.03% | +1,662+31.3% | Added |
| Novem Group | 6,975 | $493.5K | 0.06% | −1,311−15.8% | Reduced |
| Quadcap Wealth Management, LLC | 6,983 | $494.1K | 0.06% | −143−2.0% | Reduced |
| Clarus Group, Inc. | 6,984 | $494.1K | 0.18% | +28+0.4% | Added |
| Eqis Capital Management, Inc. | 6,998 | $495.1K | 0.04% | +435+6.6% | Added |
| Costello Asset Management, INC | 7,002 | $495.4K | 0.19% | +113+1.6% | Added |
| Front Street Capital Management, Inc. | 7,015 | $496.0K | 0.10% | −170−2.4% | Reduced |
| apricus wealth, LLC | 7,012 | $496.1K | 0.29% | −31−0.4% | Reduced |
| Optima Capital LLC | 6,986 | $496.5K | 0.27% | +167+2.4% | Added |
| Fortress Financial Group, LLC | 7,018 | $496.5K | 0.42% | +49+0.7% | Added |
| Caliber Wealth Management, LLC | 7,019 | $496.6K | 0.05% | +1,246+21.6% | Added |
| ORG Partners LLC | 6,925 | $496.9K | 0.11% | +535+8.4% | Added |
| Marshall Financial Group LLC | 7,010 | $497.8K | 0.10% | −318−4.3% | Reduced |
| Sherbrooke Park Advisers LLC | 7,052 | $498.9K | 0.22% | −3,823−35.2% | Reduced |
| Crescent Grove Advisors, LLC | 7,015 | $499.9K | 0.05% | −1,207−14.7% | Reduced |
| Resources Management Corp | 7,066 | $500.0K | 0.07% | −450−6.0% | Reduced |
| Evermay Wealth Management LLC | 7,054 | $501.5K | 0.06% | −487−6.5% | Reduced |
| Harbor Advisory Corp | 7,092 | $501.8K | 0.16% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 7,094 | $501.9K | 0.06% | −30−0.4% | Reduced |
| Annex Advisory Services, LLC | 7,097 | $502.1K | 0.01% | +137+2.0% | Added |
| Renasant Bank | 7,112 | $503.2K | 0.34% | −488−6.4% | Reduced |
| Van Cleef Asset Management,Inc | 7,118 | $503.6K | 0.05% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 7,123 | $504.0K | 0.05% | −94−1.3% | Reduced |
| Consolidated Portfolio Review Corp | 7,138 | $505.0K | 0.07% | +1,658+30.3% | Added |
| Semus Wealth Partners LLC | 7,139 | $505.1K | 0.33% | +160+2.3% | Added |
| Adams Wealth Management | 7,146 | $505.6K | 0.10% | −4,438−38.3% | Reduced |
| CacheTech Inc. | 7,146 | $505.6K | 0.09% | −4,438−38.3% | Reduced |
| Contravisory Investment Management, Inc. | 7,156 | $506.3K | 0.10% | +326+4.8% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,181 | $508.0K | 0.17% | +323+4.7% | Added |
| 1858 Wealth Management, LLC | 7,182 | $508.1K | 0.37% | 00.0% | Unchanged |
| Base Wealth Management LLC | 7,197 | $509.2K | 0.33% | +63+0.9% | Added |
| Capital Advisors Wealth Management, LLC | 7,210 | $510.1K | 0.08% | +321+4.7% | Added |
| Charter Oak Capital Management, LLC | 7,225 | $511.2K | 0.04% | −498−6.4% | Reduced |
| Compass Capital Corp | 7,344 | $511.7K | 0.24% | +1,467+25.0% | Added |
| First Citizens Financial Corp | 7,250 | $512.9K | 0.28% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 7,253 | $513.2K | 0.12% | +4,226+139.6% | Added |
| Aft, Forsyth & Company, Inc. | 7,293 | $516.0K | 0.26% | 00.0% | Unchanged |
| Stenger Family Office, LLC | 7,519 | $516.9K | 0.14% | +7,519 | New |
| Safe Harbor Fiduciary, LLC | 7,314 | $517.5K | 0.49% | +19+0.3% | Added |
| Searle & Co. | 7,315 | $517.5K | 0.15% | −2,208−23.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 7,316 | $517.6K | 0.17% | +1,700+30.3% | Added |
| Capital Advantage, Inc. | 7,320 | $517.9K | 0.08% | −1,197−14.1% | Reduced |
| TFB Advisors LLC | 7,337 | $519.1K | 0.14% | −412−5.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 7,350 | $520.0K | 0.10% | +10.0% | Added |
| Evelyn Partners Asset Management Ltd | 7,357 | $520.5K | 0.13% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 7,376 | $521.9K | 0.07% | −49−0.7% | Reduced |
| Alliance Wealth Advisors, LLC | 7,378 | $522.0K | 0.28% | −949−11.4% | Reduced |
| 180 Wealth Advisors, LLC | 7,391 | $522.9K | 0.07% | −218−2.9% | Reduced |
| Canandaigua National Trust Co of Florida | 7,405 | $523.9K | 0.37% | +1,560+26.7% | Added |
| Shoker Investment Counsel, Inc. | 7,417 | $524.8K | 0.16% | −33,469−81.9% | Reduced |
| BankPlus Wealth Management LLC | 7,429 | $525.6K | 0.35% | +38+0.5% | Added |
| Boothbay Fund Management, LLC | 7,446 | $526.8K | 0.02% | +7,446 | New |
| ELCO Management Co., LLC | 7,451 | $527.2K | 0.28% | +345+4.9% | Added |
| Founders Grove Wealth Partners, LLC | 7,453 | $527.3K | 0.13% | −98−1.3% | Reduced |
| Delta Investment Management, LLC | 7,456 | $527.5K | 0.10% | +644+9.5% | Added |
| Verus Capital Partners, LLC | 7,488 | $529.8K | 0.05% | +52+0.7% | Added |
| Davis Investment Partners, LLC | 7,406 | $530.8K | 0.19% | +304+4.3% | Added |
| RMR Capital Management, LLC | 7,507 | $531.1K | 0.38% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 7,539 | $533.4K | 0.20% | 00.0% | Unchanged |
| Alteri Wealth LLC | 7,547 | $533.9K | 0.21% | +673+9.8% | Added |
| Sand Hill Global Advisors, LLC | 7,548 | $534.0K | 0.02% | −1,555−17.1% | Reduced |
| Fairscale Capital, LLC | 7,879 | $534.9K | 0.39% | +144+1.9% | Added |
| CWS Financial Advisors, LLC | 7,568 | $535.4K | 0.16% | −171−2.2% | Reduced |
| Howard Financial Services, Ltd. | 7,571 | $535.6K | 0.07% | +163+2.2% | Added |
| TRUE Private Wealth Advisors | 7,580 | $536.3K | 0.06% | +3,075+68.3% | Added |
| Montz Harcus Wealth Management LLC | 7,591 | $537.0K | 0.26% | −410−5.1% | Reduced |
| Interchange Capital Partners, LLC | 7,594 | $537.4K | 0.12% | +157+2.1% | Added |
| Spirit of America Management Corp | 7,600 | $537.7K | 0.11% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 7,601 | $537.8K | 0.42% | +7,601 | New |
| Rocky Mountain Advisers, LLC | 7,615 | $538.8K | 0.16% | +17+0.2% | Added |